SWPG

Strategic Wealth Partners Group Portfolio holdings

AUM $906M
1-Year Est. Return 23.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$340M
AUM Growth
+$33.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1
+$3.72M
2
+$3.2M
3
+$3.09M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$2.93M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.87M

Top Sells

1
+$1.47M
2
+$25.8K
3
+$21.5K
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$1.57K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$582K 0.17%
13,952
-522
27
$363K 0.11%
4,504
-323
28
$334K 0.1%
5,912
+632
1
2